Showing 1 - 10 of 102 entries
MSCI BlogAn ‘ESG-First’ Approach to Portfolio Construction
A new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.
MSCI BlogWhat Biden’s Climate Plan Means for US Utilities
Joe Biden is targeting net-zero carbon emissions in the United States by 2050, but the target date for electricity generation would come 15 years sooner. Are the U.S. utilities sector and investors prepared for net-zero emissions by 2035?
MSCI BlogThe Doctor Is Making House Calls: Capturing Exposure to Telehealth
Telehealth has the potential to reduce inequalities in access to care as well as relieve strain on health systems. We tested an approach that combines natural-language processing and MSCI ESG Ratings screens.
MSCI BlogIs ESG Investing a Price Bubble? Probably Not.
Inflows into ESG funds have soared in recent years and months, in part motivated by outperformance since the COVID-19 pandemic erupted. But have these inflows become a self-fulfilling prophecy, creating an ESG bubble?
MSCI Blog2021 ESG Trends to Watch
Climate. ESG bubbles. Disclosure. Social inequality. Biodiversity. The topics don’t get much bigger — or more systemic. Here’s our analysis of the five ESG trends that will matter most to companies and their investors in 2021.
MSCI BlogInvestor Reaction to US Elections and COVID-Vaccine Progress
To gauge investor expectations after Joe Biden was declared winner of the U.S. election and good news broke about COVID vaccines, we surveyed 151 U.S.-based financial advisers. We examine the advisers’ views on the next 12 months and markets’ reaction since Election Day.
MSCI BlogWhat ESG Ratings Tell Us About Corporate Bonds
How did incorporating ESG factors affect the performance of corporate-bond portfolios? Did ESG add insights beyond credit ratings? How did ESG impact risk and performance of investment-grade and high-yield bonds? Short-dated versus long-dated bonds?
MSCI BlogZombies on Board: Investors Face the Walking Dead
Investors may think that zombies live only in people’s imaginations, but these brain-munching monsters can haunt corporate boardrooms for years, eating away at a fundamental shareholder right: the right to duly elected representation.
MSCI BlogAligning with the Paris Agreement: An Index Approach
Institutional investors are under pressure to align their strategies with a maximum global temperature increase of 1.5oC as targeted by the Paris Agreement. We examine how they can approach this while respecting other investment constraints.
MSCI BlogBanks, ESG and Nonperforming Loans During Covid-19
Have banks with stronger ESG risk management practices been more financially resilient during the COVID-19 pandemic? We look at the asset quality, profitability and capitalization of banks around the world.